If you would like to process a pre-authorization, you can do so using the Helcim Payments App.
Process a Pre-Authorization
There are two ways to process a pre-authorization through the Helcim App.
Through the Point Of Sale
To start, open the POS in your Helcim App.
- Enter the amount you wish to authorize and select Review
- Tap the card icon to select a Payment Method
- Select Pre-authorization
- Enter the card details through manual entry
- Tap Authorize to complete the pre-authorization
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Once processed, you will have seven days to capture the transaction before the pre-authorization expires. To capture the transaction, follow the instructions here.
Currently pre-authorizations can only be captured by manually entering card details, not through the Helcim Card Reader.
Capture a Pre-Authorized Transaction
If you want to capture a pre-authorized transaction you can do so by going to the My Transactions section of the Helcim Payments App and selecting the transaction you want to capture.
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Once you have opened up the transaction information, click on the three dots to open the dropdown menu in the top right-hand corner. Click on Capture.
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Confirm the amount you want to capture, this will be pre-filled with the original amount of the pre-authorization but you can edit it if needed. Once you have confirmed the amount is correct, click on Process..jpg)
The transaction will now show as a CAPTURE in your transaction list. You will also still be able to see the original pre-auth as well.
